[jira] [Commented] (FINCN-8) Web UI for Microfinance Institutions Practicing Group Lending
[ https://issues.apache.org/jira/browse/FINCN-8?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16426193#comment-16426193 ] Isaac Kamga commented on FINCN-8: - Hi Ed, Myrle I noticed that a GSoC applicant wants to resolve this issue in a project. [~edcable] Could you appropriately label this issue with "mentor" as per the instructions [here|https://community.apache.org/guide-to-being-a-mentor.html] so that it attracts a slot to be mentored ? Cheers, Isaac Kamga. > Web UI for Microfinance Institutions Practicing Group Lending > - > > Key: FINCN-8 > URL: https://issues.apache.org/jira/browse/FINCN-8 > Project: Fineract Cloud Native > Issue Type: New Feature >Reporter: Edward Cable >Priority: Major > Labels: gsoc2018 > > While the current Mifos X stack caters to one operational methodology and has > one distinct user interface and navigational flow, Fineract CN and it's > broader applicability enables many different operational workflows to be > supported and will have different flavors of the web UI. > For the brand new Apache Fineract CN architecture, the web UI for the first > use cases has been built out to support a teller-driven credit union > operational methodology. The user interface and navigational flows for such > an operational model is very different from that of a microfinance > institutinon with group and center-based operations whereby the loan officer > travels out to the customers rather than the customer goes to the branch > office. > The UI that will be built out for this project will be very similar to the UI > that was found in the current Gen 2 Mifos X web app as well as the original > Gen 1 web app with support for viewing group and center hierachies, having a > different drilldown navigational flow, etc. > A number of these UI elements will still need the requisite support on the > back-end. > Intern will implement the front-end UI screens for the Fineract CN web UI for > the following functionalities and use case: > * Center & Group Creation > * Center Summary and Details Page > * Group Summary and Details Page > * Group/Center Meeting Page > * Group, Center Listing View > * Drilldown navigation via Groups/Centers > * Collection sheet user interface > * Transferring clients between groups > * Group loan creation UI > * Group loan UI -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (FINCN-8) Web UI for Microfinance Institutions Practicing Group Lending
[ https://issues.apache.org/jira/browse/FINCN-8?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16406986#comment-16406986 ] Awasum Yannick commented on FINCN-8: [~edcable], I suppose this means, we can close [FINCN-3|https://issues.apache.org/jira/browse/FINCN-3]. [~myrle], I was working in the context of fims-web-app for FINCN-3. Are we going to replace fims or just provide another UI which looks like Mifos X community app? With the few resources available, wont it be better to maintain a single functional UI for CN? What are the additional advantages in building a new UI? I know MFIs and CUs are using the Teller Driven UI (fims) as such. Maybe am missing something. Please advice. > Web UI for Microfinance Institutions Practicing Group Lending > - > > Key: FINCN-8 > URL: https://issues.apache.org/jira/browse/FINCN-8 > Project: Fineract Cloud Native > Issue Type: New Feature >Reporter: Edward Cable >Priority: Major > Labels: gsoc2018 > > While the current Mifos X stack caters to one operational methodology and has > one distinct user interface and navigational flow, Fineract CN and it's > broader applicability enables many different operational workflows to be > supported and will have different flavors of the web UI. > For the brand new Apache Fineract CN architecture, the web UI for the first > use cases has been built out to support a teller-driven credit union > operational methodology. The user interface and navigational flows for such > an operational model is very different from that of a microfinance > institutinon with group and center-based operations whereby the loan officer > travels out to the customers rather than the customer goes to the branch > office. > The UI that will be built out for this project will be very similar to the UI > that was found in the current Gen 2 Mifos X web app as well as the original > Gen 1 web app with support for viewing group and center hierachies, having a > different drilldown navigational flow, etc. > A number of these UI elements will still need the requisite support on the > back-end. > Intern will implement the front-end UI screens for the Fineract CN web UI for > the following functionalities and use case: > * Center & Group Creation > * Center Summary and Details Page > * Group Summary and Details Page > * Group/Center Meeting Page > * Group, Center Listing View > * Drilldown navigation via Groups/Centers > * Collection sheet user interface > * Transferring clients between groups > * Group loan creation UI > * Group loan UI -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (FINCN-8) Web UI for Microfinance Institutions Practicing Group Lending
[ https://issues.apache.org/jira/browse/FINCN-8?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16393450#comment-16393450 ] Edward Cable commented on FINCN-8: -- [~myrle] Regarding the collection sheets - this is both inclusive of a UI for bulk-entry of collection sheet data which is at the center, group, and individual level. While usability of current implementation could be improved, it has been refined over the years to support entering it at group level, center level, by loan officer, bulk entry for clients that don't belong to groups, etc. which in Fineract/Mifos X was implemented at both the web app level and most recently the mobile UI. Yes this is something that ideally could be available offline and could be submitted incrementally if the collection sheet hadn't been fully completed. Collection sheets also refer to the actual paper collection sheets that some of our users still print out and fill out manually at a meeting. So this would be a report that needs to be generated on a daily basis. In Fineract, there are two levels of client transfers (transfers across offices) and transfers across groups. Transferring between groups in Fineract doesn't have any limitation from my testing as far as not being able to transfer if active savings/loans are in place. In Mifos 2.x that was a limitation. Regarding your last question, for the origination/creation while it will depend upon the policies of each institution (i.e. collateral, other information), for group loans just need to track some additional basic information like completion of group training, etc. For the loan itself the actual structure and parameters of the loan, should be the same, the variance really gets down to at what level is the loan tracked and at what level is liability shared. So there are different flavors of group loans that need to be implemented * Group Loan - one common loan across all members with same amount, repaid as a group * Group Loan with Individual Monitoring - one group loan but each individual member has different amounts and different repayment schedule * JLG Loan - like an individual loan but made available to all members of group in bulk who are jointly liable. See [https://mifosforge.jira.com/wiki/spaces/MIFOSX/pages/31358990/Loan+Tracking+strategies] and [http://mifos.cloud.answerhub.com/questions/116/what-is-the-difference-between-group-loan-applicat.html] for more. > Web UI for Microfinance Institutions Practicing Group Lending > - > > Key: FINCN-8 > URL: https://issues.apache.org/jira/browse/FINCN-8 > Project: Fineract Cloud Native > Issue Type: New Feature >Reporter: Edward Cable >Priority: Major > Labels: gsoc2018 > > While the current Mifos X stack caters to one operational methodology and has > one distinct user interface and navigational flow, Fineract CN and it's > broader applicability enables many different operational workflows to be > supported and will have different flavors of the web UI. > For the brand new Apache Fineract CN architecture, the web UI for the first > use cases has been built out to support a teller-driven credit union > operational methodology. The user interface and navigational flows for such > an operational model is very different from that of a microfinance > institutinon with group and center-based operations whereby the loan officer > travels out to the customers rather than the customer goes to the branch > office. > The UI that will be built out for this project will be very similar to the UI > that was found in the current Gen 2 Mifos X web app as well as the original > Gen 1 web app with support for viewing group and center hierachies, having a > different drilldown navigational flow, etc. > A number of these UI elements will still need the requisite support on the > back-end. > Intern will implement the front-end UI screens for the Fineract CN web UI for > the following functionalities and use case: > * Center & Group Creation > * Center Summary and Details Page > * Group Summary and Details Page > * Group/Center Meeting Page > * Group, Center Listing View > * Drilldown navigation via Groups/Centers > * Collection sheet user interface > * Transferring clients between groups > * Group loan creation UI > * Group loan UI -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (FINCN-8) Web UI for Microfinance Institutions Practicing Group Lending
[
https://issues.apache.org/jira/browse/FINCN-8?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16392637#comment-16392637
]
Dawid Perdek commented on FINCN-8:
--
I'm interested in that task and I have few questions apart from that [~myrle]
already asked.
I'm assuming there is no mockups and I'd have to prepare it within my proposal?
Which repository should I look on?
{quote}A number of these UI elements will still need the requisite support on
the back-end.
{quote}
Above means that I'd have to write backend or just make some agreement on what
is needed and API structure?
> Web UI for Microfinance Institutions Practicing Group Lending
> -
>
> Key: FINCN-8
> URL: https://issues.apache.org/jira/browse/FINCN-8
> Project: Fineract Cloud Native
> Issue Type: New Feature
>Reporter: Edward Cable
>Priority: Major
> Labels: gsoc2018
>
> While the current Mifos X stack caters to one operational methodology and has
> one distinct user interface and navigational flow, Fineract CN and it's
> broader applicability enables many different operational workflows to be
> supported and will have different flavors of the web UI.
> For the brand new Apache Fineract CN architecture, the web UI for the first
> use cases has been built out to support a teller-driven credit union
> operational methodology. The user interface and navigational flows for such
> an operational model is very different from that of a microfinance
> institutinon with group and center-based operations whereby the loan officer
> travels out to the customers rather than the customer goes to the branch
> office.
> The UI that will be built out for this project will be very similar to the UI
> that was found in the current Gen 2 Mifos X web app as well as the original
> Gen 1 web app with support for viewing group and center hierachies, having a
> different drilldown navigational flow, etc.
> A number of these UI elements will still need the requisite support on the
> back-end.
> Intern will implement the front-end UI screens for the Fineract CN web UI for
> the following functionalities and use case:
> * Center & Group Creation
> * Center Summary and Details Page
> * Group Summary and Details Page
> * Group/Center Meeting Page
> * Group, Center Listing View
> * Drilldown navigation via Groups/Centers
> * Collection sheet user interface
> * Transferring clients between groups
> * Group loan creation UI
> * Group loan UI
--
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[jira] [Commented] (FINCN-8) Web UI for Microfinance Institutions Practicing Group Lending
[ https://issues.apache.org/jira/browse/FINCN-8?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16391331#comment-16391331 ] Myrle Krantz commented on FINCN-8: -- How does this ticket relate to FINCN-3? > Web UI for Microfinance Institutions Practicing Group Lending > - > > Key: FINCN-8 > URL: https://issues.apache.org/jira/browse/FINCN-8 > Project: Fineract Cloud Native > Issue Type: New Feature >Reporter: Edward Cable >Priority: Major > Labels: gsoc2018 > > While the current Mifos X stack caters to one operational methodology and has > one distinct user interface and navigational flow, Fineract CN and it's > broader applicability enables many different operational workflows to be > supported and will have different flavors of the web UI. > For the brand new Apache Fineract CN architecture, the web UI for the first > use cases has been built out to support a teller-driven credit union > operational methodology. The user interface and navigational flows for such > an operational model is very different from that of a microfinance > institutinon with group and center-based operations whereby the loan officer > travels out to the customers rather than the customer goes to the branch > office. > The UI that will be built out for this project will be very similar to the UI > that was found in the current Gen 2 Mifos X web app as well as the original > Gen 1 web app with support for viewing group and center hierachies, having a > different drilldown navigational flow, etc. > A number of these UI elements will still need the requisite support on the > back-end. > Intern will implement the front-end UI screens for the Fineract CN web UI for > the following functionalities and use case: > * Center & Group Creation > * Center Summary and Details Page > * Group Summary and Details Page > * Group/Center Meeting Page > * Group, Center Listing View > * Drilldown navigation via Groups/Centers > * Collection sheet user interface > * Transferring clients between groups > * Group loan creation UI > * Group loan UI -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (FINCN-8) Web UI for Microfinance Institutions Practicing Group Lending
[ https://issues.apache.org/jira/browse/FINCN-8?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16391323#comment-16391323 ] Myrle Krantz commented on FINCN-8: -- Are the collection sheets paper, or UI? I'm guessing that since the loan officer is traveling to the customers, connectivity will be a problem. If that's true than an offline first approach is needed. Is this assumption correct? Can you provide (attach) examples of collections sheets currently in use? What does it mean for a client to be transferred between groups. What happens with their debt/savings? Can you detail what differentiates a group loan from a credit union loan? As far as the process goes? As far as the information required goes? > Web UI for Microfinance Institutions Practicing Group Lending > - > > Key: FINCN-8 > URL: https://issues.apache.org/jira/browse/FINCN-8 > Project: Fineract Cloud Native > Issue Type: New Feature >Reporter: Edward Cable >Priority: Major > Labels: gsoc2018 > > While the current Mifos X stack caters to one operational methodology and has > one distinct user interface and navigational flow, Fineract CN and it's > broader applicability enables many different operational workflows to be > supported and will have different flavors of the web UI. > For the brand new Apache Fineract CN architecture, the web UI for the first > use cases has been built out to support a teller-driven credit union > operational methodology. The user interface and navigational flows for such > an operational model is very different from that of a microfinance > institutinon with group and center-based operations whereby the loan officer > travels out to the customers rather than the customer goes to the branch > office. > The UI that will be built out for this project will be very similar to the UI > that was found in the current Gen 2 Mifos X web app as well as the original > Gen 1 web app with support for viewing group and center hierachies, having a > different drilldown navigational flow, etc. > A number of these UI elements will still need the requisite support on the > back-end. > Intern will implement the front-end UI screens for the Fineract CN web UI for > the following functionalities and use case: > * Center & Group Creation > * Center Summary and Details Page > * Group Summary and Details Page > * Group/Center Meeting Page > * Group, Center Listing View > * Drilldown navigation via Groups/Centers > * Collection sheet user interface > * Transferring clients between groups > * Group loan creation UI > * Group loan UI -- This message was sent by Atlassian JIRA (v7.6.3#76005)
